Over the weekend, the Wall Street Journal writer Lindsay Gellman covered this important topic. She did an excellent job articulating the values of both hiring an advisor and managing your own personal finances. The sole point that I disagree with in the article is titled, “You won’t stick to a pro’s advice, anyway.” At Rockbridge, our goal is to establish a long-term plan up front and help clients follow that advice over time.
The full article can be found here: WSJ Article
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